Tracking Client Progress

How do you track clients progress over time? We sometimes put together a report showing the balance, withdrawals and contributions each year. This helps to show how the clients portfolio grows over...

advice servicing

client engagement

investments

siran.taylor

Iress Team

2 years ago

A really great question to table to the network martin.joughin

Having a think about it, one of the most automated ways you could do this would be prepare a merge template similar to your Review Pack with all the components required for the report and then you could use Scheduler to automatically email out the report to the client.

Things to consider:

preparing an advanced search to idenfity the client list
ensure that the datafeed reconciliantion errors are checked and addressed frequently
in addition to the content in your current Review Pack you can add the coding for the Goals. You can use Xword to acquire the code for the Goals.

I am wondering if jessica.lamb would have any other suggestions?

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